Cfs Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 7,017 shares of VIG stock, worth $1.28 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,017

Previous 4,968 41.24%

Holding current value

$1.28 Million

Previous $973,000 39.88%

% of portfolio

0.12%

Previous 0.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	N/A	2,049 Added 41.24%	7,017 $1.36 Million
Q4 2024 Jan 21, 2025	BUY	N/A	165 Added 3.44%	4,968 $973,000
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $648,271 - $648,271	-3,559 Reduced 42.56%	4,803 $951,000
Q2 2024 Aug 13, 2024	BUY	$173.33 - $185.29 $1.45 Million - $1.55 Million	8,362 New	8,362 $1.53 Million
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $22,685 - $24,374	146 Added 6.27%	2,473 $384,000
Q2 2023 Jul 21, 2023	BUY	$152.74 - $162.43 $355,425 - $377,974	2,327 New	2,327 $378,000
Q2 2022 Aug 16, 2022	SELL	N/A	-425,440 Reduced 99.38%	2,638 $378,000
Q1 2022 May 27, 2022	BUY	N/A	425,440 Added 16127.37%	428,078 $47,000
Q4 2021 Feb 14, 2022	SELL	N/A	-43 Reduced 1.6%	2,638 $429,000
Q3 2021 Nov 19, 2021	BUY	N/A	2,681 New	2,681 $412,000
Q2 2021 Jul 21, 2021	SELL	N/A	-4,261 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	N/A	4,261 New	4,261 $602,000

Others Institutions Holding VIG

# of Institutions

2,544

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

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About VANGUARD DIVIDEND APPRECIATION

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Cfs Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History